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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,611 | $54,541-18.2% | $78,778-43.4% | $70,126-36.4% |
| Participation rate | 80.0% | 60.8%+19.2pp | 69.2%+10.8pp | 69.5%+10.5pp |
| Annual return | 18.52% | 21.07%-2.6pp | 35.62%-17.1pp | 73.15%-54.6pp |
| Employer contribution / active EE | $1,286 | $1,089+18.1% | $1,986-35.2% | $2,343-45.1% |
| Participant deferral / active EE | $4,014 | $2,210+81.6% | $2,958+35.7% | $3,332+20.5% |
| Admin fee / account holder | $869 | $3,709-76.6% | $5,134-83.1% | $4,645-81.3% |